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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
James Fendrick (CRD# 6115148) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 11 years of experience in the finance industry.
Rebekah Fero (CRD# 1878053) is an Investment Advisor Representative working at Ifg Advisory, LLC in Port Charlotte, FL and has over 29 years of experience in the finance industry. Rebekah Fero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Ferro (CRD# 2747857) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.
John Fisher (CRD# 4081866) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Venice, FL and has over 23 years of experience in the finance industry.
William Forlow (CRD# 4689457) is an Investment Advisor Representative working at Edward Jones in Englewood, FL and has over 20 years of experience in the finance industry.
Randall Francis (CRD# 4462735) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Port Charlotte, FL and has over 22 years of experience in the finance industry.
Jay Franklin (CRD# 5899203) is an Investment Advisor Representative working at Clarity Capital Advisors, LLC in Lakewood Ranch, FL and has 1 year of experience in the finance industry. Jay Franklin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cheri Franklin, President of Clarity Capital Advisors, is a credentialed, fiduciary wealth advisor and a CERTIFIED FINANCIAL PLANNER® (CFP) professional with over 25 years of financial experience. She founded Clarity to address the concerns of investors who view financial advisors as merely salespeople peddling commission-based investment products and/or charging high fees (e.g. 1% of the assets they manage) to line their own pockets instead of working in their clients' best interest. In most cases, investors are correct and they need to be mindful when seeking a new advisor.
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John Franz (CRD# 5863659) is a Wealth Management Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 7 years of experience in the finance industry.
Jeffrey Gartman (CRD# 720696) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 41 years of experience in the finance industry.